Understanding how accounts work
Accounts are the organizations you have saved in Salesforce. These can be customers, partners, vendors, or any other company you would want to keep track of in your system.
Business use case
You are a sales rep for XYZ Widgets. There is a customer in a legacy system that you wish to add to Salesforce. Since this customer is not a new lead, you have to enter the customer directly as an account. Let’s see how this is done.
Creating an account
In this section, we will focus on accounts as customers or potential customers. There are two ways of creating accounts:
- Creating an account by converting a lead
- Creating an account by navigating to the Accounts tab
We covered creating an account by converting a lead in Chapter 3, Creating and Managing Leads. Let’s now see how we can create an account by navigating to the Accounts tab, as well as what is contained in an account record. The following screenshot...
